NTISthis.com

Evidence Guide: BSBRKG302 - Undertake disposal

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

BSBRKG302 - Undertake disposal

What evidence can you provide to prove your understanding of each of the following citeria?

Conduct a records survey

  1. Plan a records survey to identify records and formats for disposal
  2. Inform users of the business or records system of the need for their participation to identify and assess records and formats for disposal
  3. Gather required data about records in accordance with the predetermined methodology and user requirements
  4. Assess records to determine disposal status
  5. Present findings of survey to inform users of proposed disposal processes and requirements
  6. Undertake quality control measures in accordance with organisational procedures, to ensure consistency in determining disposal status and retention periods
Plan a records survey to identify records and formats for disposal

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Inform users of the business or records system of the need for their participation to identify and assess records and formats for disposal

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Gather required data about records in accordance with the predetermined methodology and user requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assess records to determine disposal status

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Present findings of survey to inform users of proposed disposal processes and requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Undertake quality control measures in accordance with organisational procedures, to ensure consistency in determining disposal status and retention periods

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Undertake disposal actions

  1. Seek approval from appropriate individual/body for disposal actions
  2. Destroy records which are no longer required for any purpose, in accordance with approval and organisational procedures
  3. Store records which need to be kept for a further period, in accordance with legal obligations and organisational records storage requirements
  4. Store original vital records, and copies of vital records where applicable, in accordance with organisational procedures and vital records strategy
  5. Record and authorise all disposal actions in accordance with legal obligations, organisational procedures and business or records system rules
Seek approval from appropriate individual/body for disposal actions

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Destroy records which are no longer required for any purpose, in accordance with approval and organisational procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Store records which need to be kept for a further period, in accordance with legal obligations and organisational records storage requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Store original vital records, and copies of vital records where applicable, in accordance with organisational procedures and vital records strategy

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Record and authorise all disposal actions in accordance with legal obligations, organisational procedures and business or records system rules

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain control of records

  1. Prepare disposal documentation by recording the unique identifiers of the records to be disposed of in a form compliant with organisational rules and procedures for the transfer of custody, ownership and/or responsibility, or destruction of records
  2. Prepare records for transfer in accordance with storage medium requirements
  3. Retain identifying documentation for transfer as part of organisational records and forward a copy to the recipient
  4. Document transit locations for records to be moved in the location control system, where applicable
  5. Maintain identifying documentation for destroyed records as part of organisation records where appropriate
Prepare disposal documentation by recording the unique identifiers of the records to be disposed of in a form compliant with organisational rules and procedures for the transfer of custody, ownership and/or responsibility, or destruction of records

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare records for transfer in accordance with storage medium requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Retain identifying documentation for transfer as part of organisational records and forward a copy to the recipient

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document transit locations for records to be moved in the location control system, where applicable

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain identifying documentation for destroyed records as part of organisation records where appropriate

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Transfer records

  1. Determine method, timeframe and personnel to undertake the movement in accordance with the organisational procedures and record requirements
  2. Document relocation of records in the location control system and other systems, in accordance with organisational procedures
  3. Complete and document the movement of records in accordance with the organisational procedures
  4. Obtain proof of receipt and forward to appropriate authority where it is required
Determine method, timeframe and personnel to undertake the movement in accordance with the organisational procedures and record requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document relocation of records in the location control system and other systems, in accordance with organisational procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete and document the movement of records in accordance with the organisational procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Obtain proof of receipt and forward to appropriate authority where it is required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Destroy records

  1. Determine method, timeframe and personnel to undertake the destruction, in accordance with organisational procedures and record requirements
  2. Document destruction of records in the location control system and other systems, in accordance with organisational procedures
  3. Complete and document destruction of records in accordance with legal requirements and organisational procedures
  4. Destroy records under secure conditions
Determine method, timeframe and personnel to undertake the destruction, in accordance with organisational procedures and record requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document destruction of records in the location control system and other systems, in accordance with organisational procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete and document destruction of records in accordance with legal requirements and organisational procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Destroy records under secure conditions

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Conduct a records survey

1.1 Plan a records survey to identify records and formats for disposal

1.2 Inform users of the business or records system of the need for their participation to identify and assess records and formats for disposal

1.3 Gather required data about records in accordance with the predetermined methodology and user requirements

1.4 Assess records to determine disposal status

1.5 Present findings of survey to inform users of proposed disposal processes and requirements

1.6 Undertake quality control measures in accordance with organisational procedures, to ensure consistency in determining disposal status and retention periods

2. Undertake disposal actions

2.1 Seek approval from appropriate individual/body for disposal actions

2.2 Destroy records which are no longer required for any purpose, in accordance with approval and organisational procedures

2.3 Store records which need to be kept for a further period, in accordance with legal obligations and organisational records storage requirements

2.4 Store original vital records, and copies of vital records where applicable, in accordance with organisational procedures and vital records strategy

2.5 Record and authorise all disposal actions in accordance with legal obligations, organisational procedures and business or records system rules

3. Maintain control of records

3.1 Prepare disposal documentation by recording the unique identifiers of the records to be disposed of in a form compliant with organisational rules and procedures for the transfer of custody, ownership and/or responsibility, or destruction of records

3.2 Prepare records for transfer in accordance with storage medium requirements

3.3 Retain identifying documentation for transfer as part of organisational records and forward a copy to the recipient

3.4 Document transit locations for records to be moved in the location control system, where applicable

3.5 Maintain identifying documentation for destroyed records as part of organisation records where appropriate

4. Transfer records

4.1 Determine method, timeframe and personnel to undertake the movement in accordance with the organisational procedures and record requirements

4.2 Document relocation of records in the location control system and other systems, in accordance with organisational procedures

4.3 Complete and document the movement of records in accordance with the organisational procedures

4.4 Obtain proof of receipt and forward to appropriate authority where it is required

5. Destroy records

5.1 Determine method, timeframe and personnel to undertake the destruction, in accordance with organisational procedures and record requirements

5.2 Document destruction of records in the location control system and other systems, in accordance with organisational procedures

5.3 Complete and document destruction of records in accordance with legal requirements and organisational procedures

5.4 Destroy records under secure conditions

Required Skills and Knowledge

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Conduct a records survey

1.1 Plan a records survey to identify records and formats for disposal

1.2 Inform users of the business or records system of the need for their participation to identify and assess records and formats for disposal

1.3 Gather required data about records in accordance with the predetermined methodology and user requirements

1.4 Assess records to determine disposal status

1.5 Present findings of survey to inform users of proposed disposal processes and requirements

1.6 Undertake quality control measures in accordance with organisational procedures, to ensure consistency in determining disposal status and retention periods

2. Undertake disposal actions

2.1 Seek approval from appropriate individual/body for disposal actions

2.2 Destroy records which are no longer required for any purpose, in accordance with approval and organisational procedures

2.3 Store records which need to be kept for a further period, in accordance with legal obligations and organisational records storage requirements

2.4 Store original vital records, and copies of vital records where applicable, in accordance with organisational procedures and vital records strategy

2.5 Record and authorise all disposal actions in accordance with legal obligations, organisational procedures and business or records system rules

3. Maintain control of records

3.1 Prepare disposal documentation by recording the unique identifiers of the records to be disposed of in a form compliant with organisational rules and procedures for the transfer of custody, ownership and/or responsibility, or destruction of records

3.2 Prepare records for transfer in accordance with storage medium requirements

3.3 Retain identifying documentation for transfer as part of organisational records and forward a copy to the recipient

3.4 Document transit locations for records to be moved in the location control system, where applicable

3.5 Maintain identifying documentation for destroyed records as part of organisation records where appropriate

4. Transfer records

4.1 Determine method, timeframe and personnel to undertake the movement in accordance with the organisational procedures and record requirements

4.2 Document relocation of records in the location control system and other systems, in accordance with organisational procedures

4.3 Complete and document the movement of records in accordance with the organisational procedures

4.4 Obtain proof of receipt and forward to appropriate authority where it is required

5. Destroy records

5.1 Determine method, timeframe and personnel to undertake the destruction, in accordance with organisational procedures and record requirements

5.2 Document destruction of records in the location control system and other systems, in accordance with organisational procedures

5.3 Complete and document destruction of records in accordance with legal requirements and organisational procedures

5.4 Destroy records under secure conditions